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Client Services Associate

2 months ago

Grand Rapids, United States Creative Financial Staffing Full time

CFS has partnered with a growing wealth management company that's looking to hire a Client Services Associate. Our client helps individuals and families find financial freedom, use their wealth on purpose, and leave a legacy. The ideal candidate will have strong written and oral communication skills, enjoys working with new people and must be highly organized. This positions offers a ton of growth and autonomy and will allow you to have a very hybrid/remote schedule.

Client Services Associate Responsibilities:

  • Schedule Management: Organize and maintain schedules for the President, including scheduling meetings with clients and professional partners.
  • Client Communications: Handle client intake calls and emails. Document client communications. Prepare, proofread and disseminate project related to documents and reports. Follow Up on tasks and projects.
  • Workflow Managements: Maintain a clear understanding of current projects, including objectives, timelines, and key deliverables. Organize and prioritize tasks to ensure that projects progress smoothly and deadlines are met. Create and maintain tasks and workflow documentation, including tracking spreadsheets and notes.
  • Meeting Support: Prepare meeting notes, track action items, and collaborate with company president to organize and focus meetings. Document meeting minutes.
  • Practice Management: Complete general administrative tasks, such as filing, document management and office organization. Prepare reports to assist in strategic plan of practice.

Client Services Associate Education & Requirements:

  • Bachelors Degree (preferred)
  • 2-4 years of relevant experience
  • Proven experience in project management or executive support roles
  • Experience in customer facing roles
  • Proficient in Microsoft Word, Excel and PowerPoint.
  • Excellent organizational and time management skills

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